See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,823 | $138,065+183.8% | $123,544+217.2% | $135,375+189.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,213 | $5,151-18.2% | $4,628-9.0% | $4,779-11.8% |
| Participant deferral / active EE | $17,200 | $6,799+153.0% | $6,426+167.7% | $5,609+206.7% |
| Admin fee / account holder | $1,378 | $10,916-87.4% | $9,284-85.2% | $10,827-87.3% |